Course Description: Financial Literacy for Small Businesses

Gross Margin? Retained earnings? Working Capital? Equity Dilution? If you own a business, or are considering starting one, the language of finance might be confusing. In this course, you will learn about the essentials of financial literacy, tailored for business owners and aspiring entrepreneurs. Over six sessions, we will learn:

- The Value of What You've Built (The Balance Sheet)
- How to Make a Profit (The Income Statement)
- Using Other People's Money to Grow (Raising Capital)
- What To Do When You're Making Too Much Money (Dealing With Great Problems to Have)
- How to Prepare for the Unexpected (Risk Mitigation and Insurance)

Have you ever received reports from your accountant, but don't quite know what they mean? Are you mystified by some of the jargon and terminology used in running your business? We can teach you to ask the right questions when it comes to clarifying your business finances. This course will provide new and experienced business owners alike with the knowledge necessary to make their venture successful.

Course Details: (seats remaining)

Schedule:

Six in-person Thursday evening classes, September 25th - October 30th, 2025.

Times:

06:00pm-07:30pm PDT

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Price:

class price : $149.00

Instructors

Name

Additional Resources

Chuck McDonald

Biography: Chuck recently retired from over 20 years in the financial services industry, working on an advisory team that managed over $1.2B in assets. During his time in that role, he worked in several areas of the business, including marketing, compliance, and staffing, in addition to performing portfolio management and delivering financial plans. Previously, he held positions in engineering, operations and management in the cellular communications industry. Chuck spent seven years working with the Certified Financial Planner Board of Standards performing curriculum reviews and creating content for the exam, and is also a Certified Exit Planning Advisor. Chuck has a Bachelor of Science in Engineering from the University of Michigan, and an M.B.A. from the University of Washington. He and his family recently relocated from the Seattle area to Bend, where he enjoys golf, making music, working on cars, and growing his small business consulting firm. He currently teaches in the Business Administration program at COCC, and was also a part time yoga instructor and musician before his relocation.Chuck enjoys numbers, math and business, but has a strong passion for financial literacy. He is excited to be teaching practical, useful content so that all of his students feel confident in these concepts that can be utilized every day.

Facility Detail

COCC Crook County Open Campus

PRI 120

510 SE Lynn Blvd.

Prineville, OR 97754

Cancellation Policy

Students must cancel by contacting our office via phone: (541) 383-7270 or email: ceinfo@cocc.edu. Cancellations received 5 days prior to the start of the class will receive a full refund. Full refunds are also issued for classes cancelled by COCC. Refunds will be issued back to your card or in the form of a check and mailed within two weeks of the cancellation date if paid by check or cash. Failure to participate in a course or program does not result in a refund. Exceptions to the general refund policy are noted in the course descriptions on our website and in the printed schedule. If you have any questions, please call us at (541) 383-7270.